Know Your Limits
If a guest slipped on your front steps, or your teenager rear-ended another car, who would be responsible for the bills? It’s not the most comfortable question to consider, but it can be an important one. Many people think about […]
Financial Planning
Asset Location vs. Asset Allocation
Even the healthiest seed will struggle if it is planted in the wrong type of soil. Investments can work the same way since some assets benefit from being placed in specific vehicles, particularly when it comes to how they are […]
Am I Rich? A Better Way to Think About Wealth
“Am I rich?” It sounds like a simple question. But the answer depends on what you mean by rich. You might mean having a high income. You might mean owning a certain amount of money or property. Or you might […]
What 7% Mortgage Rates Could Mean for Housing and the Economy
Mortgage rates affect much more than a homeowner’s monthly payment. They also influence home sales, home prices, consumer spending, and the broader economy. For many households, a home is their largest asset, biggest monthly expense, and most significant source of […]
What does the first Fed rate hike in three years mean?
At its September meeting, the Fed unanimously decided to raise its benchmark interest rate by 0.25%, to a range of 3.75% to 4.0%. This is the first rate increase since 2023 and is in response to higher inflation, primarily due […]
